Tax Moves to Make Before 2026
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Tax Moves to Make Before 2026
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The retirement planning universe is shifting! With major tax & healthcare changes, the decisions you make now could save you thousands in taxes and healthcare costs.
We're breaking down the four most critical moves you must make before the end of 2025.
In our listener question segment, we address if private equity is a smart move for your 401(k).
Finally, in the Retirement Big Picture part of our show, we visit the Tarantula Nebula, one of the largest and most magnificent star-forming regions in our galactic neighborhood.
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Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
👉 Schedule a Complimentary Strategy Session
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EPISODE RESOURCES:
→ Grab the Episode Show Notes